◆ Contrarian Corpus
Campaigns / TCI Fund → Canadian Pacific Railway
TCI Fund vs. Canadian Pacific Railway

Canadian Pacific Railway · CP

1 deck published between 2019-11-30 and 2019-11-30 — 6 pages, 6 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-11-30 initial thesis

    CANADIAN PACIFIC RAILWAY

    6pp · letter

    TCI, owner of ~8% of Canadian Pacific, demands the railroad close its CDP climate-disclosure gap versus peers CN and UNP and adopt a credible science-based transition plan.